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How to Use the Reports Dashlet

How to Use the Reports Dashlet

The Reports dashlet allows users access to three different reports within the system.  These reports are:  Client Services, Treatment Plans, and Employee Certifications. 

Choose the appropriate report type, enter the necessary filter parameters, and click on the Generate Report button.     

 

 

The Client Services Report shows an overview of the service(s) authorized for clients, along with the start and end dates for the authorization(s).   Additionally, the report shows the total number of authorized units along with the units considered "In Process", "Billed", and "Remaining".  Reports can be filtered based on end date, cost center, client, service, supervisor, and expiration status.

 

 

  

The report can be further exported to any common file type for further editing and filtering by clicking on the Export button.

 

The next report is the Treatment Plans Report.  This report provides an overview of the client treatment plans found within the system.  Reports can be filtered based on start/end date, cost center, service, client, supervisor, target population, and expiration (helpful for managing when plans will expire).

 

 

 

The report can be further exported to any common file type for further editing and filtering by clicking on the Export button.

 

The final report is the Employee Certifications Report.  This report provides an overview of the employee certifications with completion and expiration dates included.  Reports can be filtered based on date range, cost  center, certification type, and employee name. 

 

 

 

 

The report can be further exported to any common file type for further editing and filtering by clicking on the Export button.